IFA Index
Portfolio 70

Risk Capacity Profile: Moderately Aggressive: Suitable for investors who have at least 12 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher portfolio growth potential.

Asset Allocation:

IFA Indexes*
(Click name for definition)
Allocation (%)Number of Stocks & Bonds*Wtd Avg Mkt Cap (in $ Mill)*Wtd Avg Book to Market*
IFA US Large Company Index8.4%504$133,3320.41
IFA US Large Cap Value Index8.4%278$91,0290.68
IFA US Small Cap Index14%2,086$2,1590.50
IFA US Small Cap Value Index14%1,503$3,3130.70
IFA Global REIT Index3.5%378$14,2080.52
IFA International Value Index4.2%549$50,6760.89
IFA International Small Company Index4.2%4,103$2,0570.67
IFA International Small Cap Value Index4.2%2,193$2,4871.00
IFA Emerging Markets Index2.8%1,095$43,5910.62
IFA Emerging Markets Value Index2.8%2,204$26,2581.04
IFA Emerging Markets Small Cap Index3.5%3,230$1,5040.75
IFA One-Year Fixed Income Index7.5%N/AN/AN/A
IFA Two-Year Global Fixed Income Index7.5%N/AN/AN/A
IFA Short Term Government Index7.5%N/AN/AN/A
IFA Five-Year Global Fixed Income Index7.5%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 70%Bonds: 30%

Figure 0

Allocation

Stock to Bond
Allocation
(70% Stocks / 30% Bonds)

Portfolio Allocation

IFA Indexes*
(Click links for definition of IFA indexes)
Allocation (%)Number of Stocks & Bonds*Wtd Avg Mkt Cap (in $ Mill)*Wtd Avg Book to Market*
IFA US Large Company Index8.40504$133,3320.41
IFA US Large Cap Value Index8.40278$91,0290.68
IFA US Small Cap Index14.002,086$2,1590.5
IFA US Small Cap Value Index14.001,503$3,3130.7
IFA Global REIT Index3.50378$14,2080.52
IFA International Value Index4.20549$50,6760.89
IFA International Small Company Index4.204,103$2,0570.67
IFA International Small Cap Value Index4.202,193$2,4871
IFA Emerging Markets Index2.801,095$43,5910.62
IFA Emerging Markets Value Index2.802,204$26,2581.04
IFA Emerging Markets Small Cap Index3.503,230$1,5040.75
IFA One-Year Fixed Income Index7.50N/AN/AN/A
IFA Two-Year Global Fixed Income Index7.50N/AN/AN/A
IFA Short Term Government Index7.50N/AN/AN/A
IFA Five-Year Global Fixed Income Index7.50N/AN/AN/A
*As of Tuesday, March 31, 2015100.00%18,123$34,9100.65

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Time Diversification of NEW IFA Index Portfolio

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High-Median-Low Monthly Rolling Period Analysis IFA New Portfolios

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